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iShares iBoxx $ High Yield Corporate Bond ETF

896 hedge funds and large institutions have $19B invested in iShares iBoxx $ High Yield Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 300 increasing their positions, 274 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 214 | Existing positions closed: 89

37% more capital invested

Capital invested by funds: $13.9B → $19B (+$5.08B)

20% more funds holding in top 10

Funds holding in top 10: 6578 (+13)

15% more funds holding

Funds holding: 782896 (+114)

9% more repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 274

6.62% less ownership

Funds ownership: 120.4%113.78% (-6.6%)

62% less call options, than puts

Call options by funds: $7.06B | Put options by funds: $18.7B

Holders
896
Holders Change
+114
Holders Change %
+14.58%
% of All Funds
14.4%
Holding in Top 10
78
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+20%
% of All Funds
1.25%
New
214
Increased
300
Reduced
274
Closed
89
Calls
$7.06B
Puts
$18.7B
Net Calls
-$11.7B
Net Calls Change
+$4.77B
Name Holding Trade Value Shares
Change
Change in
Stake
ETIA
451
Epic Trust Investment Advisors
Washington
$1.02M -$542K -7,349 -35%
FA
452
Flagstar Advisors
New York
$1M -$132K -1,784 -12%
BOTW
453
Bank of the West
California
$1M +$256K +3,471 +34%
APP
454
Avantax Planning Partners
Iowa
$996K +$516K +7,002 +107%
RWM
455
Ritholtz Wealth Management
New York
$995K +$20.2K +274 +2%
EPM
456
Elm Partners Management
Pennsylvania
$979K +$435K +5,895 +80%
CT
457
Caldwell Trust
Florida
$975K
SSW
458
Stone Summit Wealth
Florida
$968K +$614K +8,325 +173%
FHA
459
First Horizon Advisors
Tennessee
$967K +$315K +4,270 +48%
CBFP
460
Cedar Brook Financial Partners
Ohio
$962K +$964K +13,072 New
SIM
461
Seaview Investment Managers
Florida
$962K +$5.97K +81 +0.6%
MW
462
MBL Wealth
North Carolina
$960K +$485K +6,573 +102%
JPG
463
Jordan Park Group
California
$952K +$953K +12,926 New
NA
464
NewEdge Advisors
Louisiana
$934K +$71.1K +965 +5%
ACP
465
Aveo Capital Partners
Colorado
$926K +$666K +9,040 +255%
UB
466
UMB Bank
Missouri
$926K -$95.2K -1,291 -9%
MSAGDF
467
Moneda SA Administradora General de Fondos
Chile
$911K -$114K -1,545 -11%
PIMG
468
Patriot Investment Management Group
Tennessee
$898K -$446K -6,052 -34%
SWA
469
Strategies Wealth Advisors
Michigan
$888K +$889K +12,060 New
GWAM
470
Guardian Wealth Advisors (Minnesota)
Minnesota
$878K -$211K -2,860 -19%
MSCM
471
McElhenny Sheffield Capital Management
Texas
$871K +$872K +11,831 New
MYIA
472
Mount Yale Investment Advisors
Colorado
$868K +$869K +11,792 New
AF
473
Advisornet Financial
Minnesota
$861K -$204K -2,763 -19%
NW
474
NewEdge Wealth
Pennsylvania
$860K -$694K -9,409 -45%
KKRC
475
Kohlberg Kravis Roberts & Co
New York
$859K +$860K +11,672 New

HYG Hedge Fund Activity: Q4 2022 in Review

896 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares iBoxx $ High Yield Corporate Bond ETF (HYG) for Q4 2022, worth a combined $19B — up 37% from $13.9B a quarter earlier.

Buyers outnumbered sellers: 214 funds opened new HYG positions and 89 closed out — a net gain of 125 holders — while 300 added to existing stakes and 274 trimmed.

The largest buyer was Clark Capital Management Group, opening a new position worth an estimated $2.29B. The largest seller was Goldman Sachs, cutting an estimated $1.18B.

  • 896 institutional investors held iShares iBoxx $ High Yield Corporate Bond ETF (HYG) as of Q4 2022, up from 782 in Q3 2022.
  • Funds reported $19B of iShares iBoxx $ High Yield Corporate Bond ETF stock for Q4 2022, up 37% quarter-over-quarter.
  • 214 funds opened new iShares iBoxx $ High Yield Corporate Bond ETF positions in Q4 2022 and 89 closed out, a net change of +125 holders.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF buyer in Q4 2022 was Clark Capital Management Group, an estimated $2.29B added.
  • The largest iShares iBoxx $ High Yield Corporate Bond ETF seller in Q4 2022 was Goldman Sachs, an estimated $1.18B sold.

Based on aggregated 13F filings for Q4 2022.